Filed August 7, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,393 | $49,922-77.2% | $80,569-85.9% | $75,163-84.8% |
| Participation rate | 44.7% | 55.3%-10.6pp | 67.0%-22.3pp | 67.2%-22.5pp |
| Annual return | 43.63% | 34.69%+8.9pp | 935.43%-891.8pp | 160.62%-117.0pp |
| Employer contribution / active EE | $1,347 | $1,698-20.7% | $2,723-50.6% | $2,670-49.6% |
| Participant deferral / active EE | $3,093 | $2,990+3.4% | $4,447-30.4% | $4,125-25.0% |
| Admin fee / account holder | $2,069 | $3,577-42.2% | $5,377-61.5% | $5,651-63.4% |